China Plans to Lead in Chip Making
A report from Yole Group says by 2030 there will be a big change in the chip-making world. It looks like China might turn into the biggest center for making chips, raising its part of the global market from 21% to 30% and getting ahead of Taiwan for the first time.
Big Jump in Making Chips
This rise is pushed by two main things: big money from the state and quick building of new plants. Many new plants, 18 to be exact, are set to open in 2025 alone. This will make the output go up a lot:
- Current Output: 8.85 million wafers each month.
- Expected Next Year: More than 10 million wafers each month.
Challenges from US Rules
Even with more chips being made, China's tech is still limited. US rules stop them from getting new tech and key software. This makes it hard for them to work on top-notch tech methods.
So, right now, Chinese plants are making parts for things like car electronics, which don't always need the latest tech.
Trying for Tech Self-Reliance
To beat these limits, China is trying hard to fill the tech gap. A major plan is to make homegrown tech to replace what they used to buy from others, focusing on their own software and tools for making chips.
If this works, China will not just have a lot of production power but also be free from needing tech from outside countries.